9. Check if this filing amends a previously filed version of this report

10. Check if this is a Termination Report

Termination Date

11. No Lobbying Issue Activity

INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13

12. Lobbying

13. Organizations

INCOME relating to lobbying activities
for this reporting period was:

EXPENSE relating to lobbying activities
for this reporting period were:

Less than $5,000

Less than $5,000

$5,000 or more

$

$5,000 or more

$

2,660,000.00

Provide a good faith estimate, rounded to the nearest
$10,000,
of all lobbying related income from the client (including all
payments to the registrant by any other entity for lobbying
activities on behalf of the client).

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Treasury - Dept of

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Peter

Freeman

Scott

Talbott

Jill

Hershey

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

John

Dalton

Peter

Freeman

Jill

Hershey

Paul

Leonard

Peter

Ludgin

Scott

Talbott

Brian

Tate

Katie

Wechsler

Richard

Whiting

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code BNK

16. Specific lobbying issues

Student Loans

17. House(s) of Congress and Federal agencies
Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Scott

Talbott

Brian

Tate

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code BUD

16. Specific lobbying issues

Financial Services and General Government Appropriations

17. House(s) of Congress and Federal agencies
Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Commerce - Dept of (DOC), Office of Thrift Supervision (OTS), Farm Credit Administration

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Scott

Talbott

Richard

Whiting

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code CPT

16. Specific lobbying issues

Patent Reform Tax practitioners for infringement of a patent for taxS. 515, a bill to amend title 32, USC, to provide for patent reform

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Peter

Freeman

Scott

Talbott

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

John

Dalton

Peter

Freeman

Jill

Hershey

Paul

Leonard

Peter

Ludgin

Brian

Tate

Scott

Talbott

Katie

Wechsler

Rich

Whiting

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Small Business Adminstration (SBA), Environmental Protection Agency (EPA), Homeland Security - Dept of (DHS)

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Peter

Freeman

Scott

Talbott

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Jill

Hershey

Scott

Talbott

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

John

Dalton

Peter

Freeman

Jill

Hershey

Paul

Leonard

Peter

Ludgin

Brian

Tate

Scott

Talbott

Katie

Wechsler

Richard

Whiting

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Justice - Dept of (DOJ), Housing & Urban Development - Dept of (HUD), Federal Reserve System, Office of the Comptroller of the Currency (OCC), Office of Thrift Supervision (OTS)

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

John

Dalton

Peter

Freeman

Jill

Hershey

Paul

Leonard

Peter

Ludgin

Scott

Talbott

Brian

Tate

Katie

Wechsler

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Treasury - Dept of, Housing & Urban Development - Dept of (HUD), Federal Housing Finance Board (FHFB), Federal Reserve System, Office of Thrift Supervision (OTS), Small Business Adminstration (SBA), Office of the Comptroller of the Currency (OCC)

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

John

Dalton

Peter

Freeman

Jill

Hershey

Paul

Leonard

Scott

Talbott

Brian

Tate

Katie

Wechsler

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code IMM

16. Specific lobbying issues

Immigration Reform/Matricula H-1B

17. House(s) of Congress and Federal agencies
Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Treasury - Dept of

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Peter

Freeman

Scott

Talbott

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code INS

16. Specific lobbying issues

Optional Federal Charter, Terrorism Insurance Reauthorization, Flood Insurance, Long Term Care. H.R. 1880, To establish a system of regulation and supervision for insurers, agencies, and producers; chartered or licensed under federal law that ensures the stability & financial integrity; H.R. 2609, Insurance Information Act of 2009; H.R. 2544, National Association of Registered Agents and Brokers Reform Act of 2009; H.R. 3139, National Flood Insurance Program Extension; H.R. 1525, To Amend the National Flood Insurance Act of 1968 to require the Administrator of the Federal Emergency Management Agency to consider reconstruction and improvement of flood protection systems when establishing flood insurance rates;H.R. 2751, Nonadmitted & Reinsurance Reform Act of 2009;H.R. 3126, Consumer Financial Protection Agency Act of 2009;H.R. 3596/S.1681, Health Insurance Industry Antitrust Enforement Act of 2009;H.R. 4173, to provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

Peter

Freeman

Jill

Hershey

Paul

Leonard

Peter

Ludgin

Scott

Talbott

Richard

Whiting

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Scott

Talbott

Peter

Freeman

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code SMB

16. Specific lobbying issues

Small Business Issues

17. House(s) of Congress and Federal agencies
Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Office of Thrift Supervision (OTS), Securities & Exchange Commission (SEC), Small Business Adminstration (SBA)

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Ryan

Caruso

Scott

Talbott

Brian

Tate

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code TAX

16. Specific lobbying issues

Significant Tax Issues: Subpart f/BAT/SILO, Subpart f Exemption,

17. House(s) of Congress and Federal agencies
Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, White House Office

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Jill

Hershey

Scott

Talbott

Paul

Leonard

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Brian

Tate

Peter

Freeman

Jill

Hershey

Scott

Talbott

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None

​

LOBBYING ACTIVITY.
Select as many codes as necessary to reflect the general issue areas in which the registrant
engaged in lobbying on behalf of the client during the reporting period. Using
a separate page for each code, provide information as requested. Add additional page(s)
as needed.

15. General issue area code TRD

16. Specific lobbying issues

International Trade

17. House(s) of Congress and Federal agencies
Check if None

U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE

18. Name of each individual who acted as a lobbyist in this issue area

First Name

Last Name

Suffix

Covered Official Position (if applicable)

New

Steve

Bartlett

Peter

Freeman

Scott

Talbott

Richard

Whiting

19. Interest of each foreign entity in the specific issues listed on line 16 above
Check if None